Donoghue Forlines’s Western Midstream Partners WES Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-6,898
| Closed | -$264K | – | 278 |
|
2024
Q3 | $264K | Buy |
+6,898
| New | +$264K | 0.08% | 204 |
|
2024
Q2 | – | Sell |
-14,339
| Closed | -$510K | – | 267 |
|
2024
Q1 | $510K | Sell |
14,339
-4,170
| -23% | -$148K | 0.15% | 162 |
|
2023
Q4 | $542K | Sell |
18,509
-592
| -3% | -$17.3K | 0.17% | 156 |
|
2023
Q3 | $520K | Buy |
19,101
+2,050
| +12% | +$55.8K | 0.19% | 152 |
|
2023
Q2 | $452K | Sell |
17,051
-5,554
| -25% | -$147K | 0.14% | 142 |
|
2023
Q1 | $596K | Sell |
22,605
-1,035
| -4% | -$27.3K | 0.21% | 120 |
|
2022
Q4 | $635K | Buy |
23,640
+11,613
| +97% | +$312K | 0.22% | 142 |
|
2022
Q3 | $303K | Sell |
12,027
-19,309
| -62% | -$486K | 0.11% | 168 |
|
2022
Q2 | $762K | Sell |
31,336
-5,038
| -14% | -$123K | 0.2% | 125 |
|
2022
Q1 | $917K | Buy |
36,374
+5,409
| +17% | +$136K | 0.2% | 153 |
|
2021
Q4 | $690K | Buy |
+30,965
| New | +$690K | 0.12% | 193 |
|